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Disclosery

AE Wealth Management LLC: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on BOND, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 1,843,273 BOND shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,843,273 shares
    Change vs previous 13F -49,316 shares

    0.79% of the 13F portfolio, value $169,968,289.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,892,589 shares
    Change vs previous 13F +410,522 shares

    0.94% of the 13F portfolio, value $174,648,439.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,482,067 shares
    Change vs previous 13F +477,930 shares

    0.79% of the 13F portfolio, value $137,950,743.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,004,137 shares
    Change vs previous 13F +186,462 shares

    0.6% of the 13F portfolio, value $93,736,133.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 817,675 shares
    Change vs previous 13F +171,810 shares

    0.55% of the 13F portfolio, value $75,373,217.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 645,865 shares
    Change vs previous 13F +127,988 shares

    0.5% of the 13F portfolio, value $59,723,130.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 517,877 shares
    Change vs previous 13F +137,170 shares

    0.4% of the 13F portfolio, value $46,826,438.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 380,707 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $36,018,630.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).